Actionable Insights
to Grow Assets Under Management

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Canada’s Wealth Data Company

Data Aggregation Beyond Custodians
With unparalleled breadth and depth of coverage, no other competitor can match the level of insight and information provided by Wealthica.

Wealth View Insights
Wealth Management Software

Wealthica's Investment Data Enrichment, powered by artificial intelligence, offers smart analytics and enhanced Wealth View for wealth managers.

Wealthica Insights processes raw investment data, including data from both Wealthica's Core Aggregation engine and third-party aggregators, and uses advanced AI algorithms to extract valuable insights that inform wealth management decisions.

The AI-driven platform seamlessly handles large amounts of data and provides real-time, actionable insights to support advisors and give clients informed and effective wealth management strategies.

Streamlined Account Transfers
Easily Move Assets

Hassle-free transfers of assets across brokerage, custodians and even crypto wallets. Make it easy for your users to bring their investments from other platforms without needing to leave your app.

With Wealthica's connection manager, you can easily access and utilize your clients' connected account data to facilitate asset transfers. This streamlines the process and reduces the amount of manual data entry required, saving your clients time and hassle.

Integrate our white-label widget with or without Wealthica’s connection manager into your systems to deliver a smooth and cohesive user experience.

360° Wealth View
Secure Client Portal App

With Wealthica, your clients can gain a comprehensive understanding of their financial portfolios and assets. The wealth management app integrates all of their financial accounts into a single platform, allowing them to view all of their investments under a single Wealth Management Login.

Unlock your MyPortfolio view using Wealthica’s Whitelabel Wealth Management App. Our whitelabel Wealth Management Tool makes it easy for you to enhance your portfolio management services with a digital experience where your clients can connect and share data about their investments.

Wealthica’s Whitelabel Wealth Management App is the perfect solution for financial advisors and wealth managers looking to enhance their portfolio management services.

Trusted by:

“"Wealthica unlocks insights that would be hidden without it, revealing the full picture of the clients’ financial journey and empowering wealth managers to make better decisions towards a brighter future for clients.”

Supercharge Your Existing Wealth Management Tools

Wealthica is the ultimate wealth management software solution for managing investment portfolios. With its advanced wealth view features and intuitive interface, Wealthica is designed to replace or enhance your current portfolio management tools and client portals like MyPortfolio Plus, NBIN, Ndex Systems, Addepar, and Croesus. Wealthica is a modern wealth management app that will give your clients a wealth management pleasant view that will go beyond their highest expecations.

By logging in to Wealthica, you'll enjoy a seamless and centralized view of all your clients investment accounts. Giving you a quick picture of your share of wallet. For your clients, Wealthica will eliminate the need to log in to multiple systems and keep track of different login credentials. They will have access to real-time updates on their portfolio performance, easy-to-use analytics, and customizable dashboards.

Upgrade your portfolio management experience today with Wealthica. Say goodbye to the hassle of logging in to multiple systems and hello to a more efficient and effective way of tracking your clients’ investments. Try Wealthica today and see the difference for yourself!

Works best with…

NBIN / National Bank
MyPortfolio Plus (NBIN)
Questrade
Wealthsimple
Interactive Brokers / IBKR

With support for…

150+ Canadian Investment Platforms
100+ Crypto Wallets
Real Estate / Properties
Private Equity Funts & Investments
Collections, Cars, Wine, etc.
Any other valuable asset

Interested? Get in touch!

Tell us more about your project and your intended usage so we can help you further.

Actionable Insightsto Grow Assets Under Management